Nintex DocGen and Nintex DocGen for Salesforce

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Use Excel as Middleware to export to Excel or CSV file

It would be great if we could use Excel as Middleware to output to another Excel or .csv file. Currently the only options are Word and PowerPoint. My deliverables are .csv

Guest over 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

1 VOTE

Add Factur-X/XML embedding for DocGen

More and more companies are relying on businesses providing PDF quotes that comply with Factur-X or contain XML data for automated processing.

James Hiles 8 months ago in Nintex DocGen and Nintex DocGen for Salesforce 0 Open for voting

2 VOTE

Version history for uploaded documents

After uploading a template it would be great if we could see or access historic versions of the template, and have the option to restore a previous version. I've worked in other tools that have that capability, and it's been a life saver to be abl...

Guest over 1 year ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 0 Open for voting

5 VOTE

Allow for user authentication with High Assurance in Saleforce.

Starting Feb 1, 2021 Salesforce will begin requiring customers to enable MFA in order to access Salesforce products so the workaround of disabling will be an option.

Guest almost 4 years ago in Nintex DocGen and Nintex DocGen for Salesforce / UX/UI 3 Open for voting

1 VOTE

Lightning Clone Functionality to Clone Templates too

I'd like the ability to clone my package, and templates in the Lightning interface.

Matthew McGrath 10 months ago in Nintex DocGen and Nintex DocGen for Salesforce / Lightning Experience 0 Open for voting

8 VOTE

When creating a DocGen form with multiple checkboxes, please include an option to be to Select All options

We have a form with 40+ checkbox options which requires the ability to be able to "Select All" otherwise the user has to go through and select each option individually to get all items checked. This is affecting functionality in a critical busines...

Guest almost 7 years ago in Nintex DocGen and Nintex DocGen for Salesforce / DDP Management and Creation 0 Open for voting

1 VOTE

Integration and Delivery for DropBox Sign

Integration and Delivery for DropBox Sign for DocGen for Salesforce

Brent Byhre 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

1 VOTE

Integration and Delivery for BoxSign

Integration and Delivery for BoxSign from Nintex DocGen for Salesforce

Brent Byhre 11 months ago in Nintex DocGen and Nintex DocGen for Salesforce / 3rd Party Integration 0 Open for voting

2 VOTE

Add search function for the field tagger

Data sources can have hundreds of fields. It would be great to have a search function within the field tagger in both DocGen for Salesforce and DocGen for AC. It would operate similar to how the variable search works in AC.

Chris Ben almost 2 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Document Automation 0 Open for voting

2 VOTE

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch

Require an attribute that could be reported on or tracked which captures the number of pages of pdf which Nintex renders in a given batch. The general benefit to this is having an attribute that can be used to help keep track of how many pages the...

Guest almost 3 years ago in Nintex DocGen and Nintex DocGen for Salesforce / Setup and Configuration 0 Open for voting

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